Tobias Financial Advisors is proud to announce that Associate Financial Advisor, Yesenia Ramirez has passed the CFP® examination and has applied for her CFP® certificate. The CERTIFIED [...]
Well, this has been quite a week from a stock market perspective. We haven’t seen this kind of volatility in some time. I wanted to send a quick note and remind you that this was completely [...]
There is still plenty of time to start your finances on a new foot and address any tax concerns you have left over from last year. Whether you are already in the midst of your tax planning, or [...]
As 2017 begins, it’s important to take stock of your current financial plan and review your 2016 tax planning. It’s also a good idea to start looking for ways to grow your investments in the [...]
As 2016 comes to a close, we’d like to encourage you to start thinking about your tax planning and end of year giving. While our country goes through a change in leadership, it’s important to [...]
As last night’s election results triggered uncertainty among investors, financial markets experienced downward pressure. However, this morning’s trading was calm relative to the commotion seen in [...]
Have you seen the latest Tobias Financial Advisors e-newsletter? In it we discuss Cyber Crime and how to prevent it, share some exciting company updates, and give you the latest resources to [...]
To prepare for the possibility that Hurricane Matthew could soon bear down on Florida and other parts of the United States, we wanted to take this opportunity to suggest that anyone in the path [...]
